WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.79B
AUM Growth
-$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$18.8M
4
TJX icon
TJX Companies
TJX
+$18.2M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.4M

Top Sells

1
+$29.4M
2
+$25M
3
+$24.3M
4
AXP icon
American Express
AXP
+$22.7M
5
ROK icon
Rockwell Automation
ROK
+$21.3M

Sector Composition

1 Real Estate 14.52%
2 Technology 12.48%
3 Industrials 11.69%
4 Financials 10.89%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
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-25,041
1527
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-18,634
1528
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-13,461
1529
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-51,307
1530
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-124,386
1531
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-73,484
1532
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-229,904
1533
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-6,695
1534
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-13,216
1535
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-43,705
1536
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-29,504
1537
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-47,805
1538
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-64,483
1539
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-26,853
1540
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-81,467
1541
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-23,147
1542
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-59,628
1543
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-36,317
1544
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-149,477
1545
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-109,803
1546
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-363,095
1547
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-140,132
1548
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-51,645
1549
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-16,543
1550
– –
-1,362
60 61
62
63 64